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Slip Sheets and Envelopes
If you are using window envelopes or folders to communicate with your clients, use slip sheets for a professional look. There are two ways to print slip
sheets.
To customize slip sheets click the Mgmt button and select Slip Sheets/Env,
or while in a client’s return, select PO - Options from the Forms pane.
If there are no slip sheets on file, the Add Slip Sheet box will automatically appear.
Note
From the slip sheets drop down box, select one of the defaults or select
Add New and create your own. If you select Add New, name the slip sheet.
Select to print it in portrait or landscape, select the type of label and if you
want a slip sheet for the Federal, State(s) or Both returns. Click OK. Add
a border, change the font, and drag the From and To addresses where you
would like them to print on the page. The new slip sheet will appear in the
drop down box for use with other clients.
To print slip sheets for multiple clients, click the Mgmt button and select
Slip Sheets/Env. Select the Type of slip sheet. Tag the clients for whom you
would like to print slip sheets and click Print.
Select the type of slip
sheet/envelope.
Select the format for the
slip sheet/envelope.
Click to edit the address
placement on the slip
sheet/envelope.
Note
110
Click to preview how the
slip sheet/envelope will
appear when printed.
You can print a custom slip sheet for the “For Folder” type. You can also
print slip sheets on a # 10 envelope, if you desire.